Long-term investor
First Trust Advisors LP @firsttrustadvisorslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001125816).
Record
- Tracked since 2025-06-30 (448 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +11.9% · all +11.9%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CSCO · 1.5% · long · since 2025-06-30
- NVDA · 1.3% · long · since 2025-06-30
- AVGO · 1.1% · long · since 2025-06-30
- GOOGL · 1.1% · long · since 2025-06-30
- PANW · 1.1% · long · since 2025-06-30
- AMAT · 1.0% · long · since 2025-06-30
- MSFT · 1.0% · long · since 2025-06-30
- AAPL · 1.0% · long · since 2025-06-30
- FTNT · 1.0% · long · since 2025-06-30
- KLAC · 0.9% · long · since 2025-06-30
- 512807306 · 0.9% · long · since 2025-06-30
- CRWD · 0.9% · long · since 2025-06-30